NVS

Novartis Ag-sponsored Adr

6 super-investor ownerscombined $187Mlargest position 0.8%

6 of the 83 super-investors we track hold NVS, worth a combined $187M per their latest 13F filings. The largest position: Tweedy Browne at 0.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 31 of 100 (how strongly the cohort backs it) — ranked #326 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own NVS

NVS is held by 6 super-investors in our cohort, with a combined position value of $187M. The highest-conviction owner is Tweedy Browne at 0.8% of their portfolio. Cohort ownership has grown from 5 to 6 over the last four quarters — net interest is rising.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 6

Peak: 12

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Dodge & Cox Funds	0.1%	40q	$119M	759,373
2	Joel Greenblatt	<0.1%	33q	$50M	320,808
3	Tweedy Browne	0.8%	40q	$11M	71,125
4	Lee Ainslie	<0.1%	8q	$4M	27,789
5	Kahn Brothers Group	0.4%	40q	$2M	13,386
6	Sarah Ketterer	<0.1%	40q	$235K	1,501